Boothe Investment Group, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $231 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Simplify Exch Traded Fds Simpl with a value of $29.2M, Doubleline ETF Tr Opportunisti with a value of $27.4M, Wisdomtree Europe Hedged Equit with a value of $20M, Global X Funds Global X Ftse S with a value of $11.8M, and Jp Morgan Ultra Short Mun Inco with a value of $11.8M.

Examining the 13F form we can see an increase of $39.1M in the current position value, from $192M to 231M.

Boothe Investment Group, Inc. is based out at Dover, DE

Below you can find more details about Boothe Investment Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $231 Million
ETFs: $105 Million
Technology: $45.8 Million
Consumer Cyclical: $16 Million
Financial Services: $15.3 Million
Energy: $14.9 Million
Healthcare: $13.3 Million
Basic Materials: $8.22 Million
Communication Services: $8.18 Million
Other: $4.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $231 Million
  • Prior Value $192 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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